Investment Q&A

• Johnson & Johnson (JNJ)
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• Pfizer Inc. (PFE)
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Q: I don't have any Healthcare. Between Pfizer and Johnson and Johnson, Which one do you prefer? Or both? Or neither?
Thanks
Jerry

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Read Answer Asked by jery on October 02, 2020

• Park Lawn Corporation (PLC)
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• Walmart Inc. (WMT)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi there 5I. I am looking at adding Cons cyclical/discretionary to my taxable portfolio and currently hold PLC(1.2%); WMT(3.1%) and PBH(2.1%). I am weighing the option of doubling down on WMT, or add CVS and/or BIG. Is there a preference in your professional opinion and/or are there considerations that I should consider for the upcoming holiday(thanksgiving, amazon prime days, xmas) seasons to the new year

Thank you

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Read Answer Asked by Peter on October 02, 2020

• DHT Holdings Inc. (DHT)
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Q: I see this is a very high dividend payer in the last three months. Do you think the dividend can be sustained?
Guy

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Read Answer Asked by Guy R. on October 02, 2020

• ASML Holding N.V. (ASML)
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Q: I read over the internet that this European company has the only technology to produce the future generation of chips for the big manufaturers like intel and nvidia. I hear that they could be in a sort of monopoly situation because of the complexity of the machines that they manufacture. Is apple a customer of ASML with their chips ? Thanks for your opinion about this company.

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Read Answer Asked by jean on October 01, 2020

• PPL Corporation (PPL)
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• Koppers Holdings Inc. (KOP)
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Q: Your thoughts of buying either of these companies at present price. ppl rumored to have a portion of their business up for sale to brookfield. kop sold a unit in china. Thank you

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Read Answer Asked by kenneth on October 01, 2020

• MyoKardia Inc. (MYOK)
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Q: Would you have an updated view of the potential for MYOK?
Thanks.

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Read Answer Asked by Murray on October 01, 2020

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Walmart Inc. (WMT)
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Q: What three companies would you recommend for growth and safety in USA?

Thank You.

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Read Answer Asked by Donna on October 01, 2020

• Palantir Technologies Inc. (PLTR)
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• Asana Inc. Class A (ASAN)
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Q: Hi Everyone at 5i! IPOs for Palantir and Asana were introducted to the market today. Any thoughts for future investment prospects? Cheers, Tamara

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Read Answer Asked by Tamara on October 01, 2020

• GoodRx Holdings Inc. (GDRX)
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Q: You cannot watch any American tv without seeing a goodrx ad. I bought a small position on its first day. Is it too early for 5i to form an opinion.

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Read Answer Asked by Leon on October 01, 2020

• SuRo Capital Corp. (SSSS)
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• Palantir Technologies Inc. (PLTR)
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Q: Hi 5i, I own SSSS, Would you sell SSSS and buy instead PLTR.
Is there a compelling reason to own SSSS ? or both.
thank you

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Read Answer Asked by Fernando on October 01, 2020

• Byrna Technologies Inc Com (New) (BYRN)
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Q: Hi, do you have any comment on this small cap company? thanks.

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Read Answer Asked by victor on October 01, 2020

• Stride Inc. (LRN)
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Q: LRN stock price just keep falling, is there a concern ? Thanks a lot.

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Read Answer Asked by Lai Kuen on October 01, 2020

• Becton Dickinson and Company (BDX)
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• Medtronic plc. (MDT)
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Q: Looking to buy one of these, which would you select. Than-you.

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Read Answer Asked by Albert on October 01, 2020

• Tortoise Acquisition Corp. Class A (SHLL)
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Q: Peter,

Do you have an opinion / information on Tortoise (NYSE- SHLL) and the upcoming merger with Hyllion.

Thanks

Paul

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Read Answer Asked by paul on October 01, 2020

• Omnicom Group Inc. (OMC)
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Q: Any thoughts on this company?

Seems cheap and also dividend seems nice and plump.

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Read Answer Asked by Eugene on October 01, 2020

• Veeva Systems Inc. Class A (VEEV)
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• Simulations Plus Inc. (SLP)
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Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

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Read Answer Asked by Cameron on October 01, 2020

• Microsoft Corporation (MSFT)
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• Apple Hospitality REIT Inc. (APLE)
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Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views

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Read Answer Asked by Peter on October 01, 2020

• Air Products and Chemicals Inc. (APD)
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• Linde plc (LIN)
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Q: Which of these two companies would you prefer now and why? Thanks for your service!

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Read Answer Asked by Michael on September 30, 2020

• JFrog Ltd. (FROG)
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Q: This company recently did an IPO and its share price is increasing nicely. Can you provide a quick synopsis of the metrics for this firm and its future prospects?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on September 30, 2020

• Sunrun Inc. (RUN)
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Q: RUN seems to run up every day. Too late to get in? I do hold TAN, but it crawls up.
Thanks! :)

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Read Answer Asked by Austin on September 30, 2020